Versant Capital Management
WELL icon

Versant Capital Management’s Welltower WELL Stock Holding History

Versant Capital Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$173K Buy
751
+235
+46% +$55.6K 0.01% 682
2026
Q2 		$117K Sell
516
-384
-43% -$81.2K 0.01% 847
2026
Q1 		$178K Buy
900
+514
+133% +$102K 0.02% 629
2025
Q4 		$71.6K Hold
386
– – 0.01% 904
2025
Q3 		$68.8K Buy
386
+25
+7% +$4.11K 0.01% 879
2025
Q2 		$55.5K Sell
361
-20
-5% -$2.99K 0.01% 937
2025
Q1 		$58.4K Buy
381
+81
+27% +$11.5K 0.01% 808
2024
Q4 		$37.8K Buy
300
+187
+165% +$24.5K 0.01% 695
2024
Q3 		$14.5K Buy
113
+49
+77% +$5.72K ﹤0.01% 920
2024
Q2 		$6.67K Buy
64
+57
+814% +$5.59K ﹤0.01% 1129
2024
Q1 		$654 Hold
7
– – ﹤0.01% 1640
2023
Q4 		$631 Hold
7
– – ﹤0.01% 1626
2023
Q3 		$573 Hold
7
– – ﹤0.01% 1666
2023
Q2 		$566 Buy
+7
New +$539 ﹤0.01% 1806
2020
Q2 		– Sell
-13
Closed – – 1577
2020
Q1 		$0 Buy
+13
New +$959 ﹤0.01% 1715
2019
Q1 		– Sell
-75
Closed -$5K – 1755
2018
Q4 		$5K Buy
+75
New +$5.1K ﹤0.01% 1049
2018
Q1 		– Sell
-290
Closed -$18K – 1676
2017
Q4 		$18K Buy
+290
New +$19.5K 0.01% 708

Other funds holding WELL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Versant Capital Management's WELL Position: Q3 2026 in Review

Versant Capital Management increased its Welltower (WELL) stake by 46% in Q3 2026, buying an estimated $55.6K and bringing the position to 751 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #682.

Versant Capital Management first reported a position in WELL in Q4 2017 and has held it in 17 quarters since. The position peaked at $178K in Q1 2026. 979 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Versant Capital Management held 751 shares of Welltower worth $173K as of Q3 2026.
  • Versant Capital Management bought 235 Welltower shares in Q3 2026, an estimated $55.6K.
  • Welltower made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #682 holding.
  • Versant Capital Management first reported a position in Welltower in Q4 2017 and has held it in 17 quarters since.
  • Versant Capital Management's Welltower position peaked at $178K in Q1 2026.
  • 979 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.